The role of Fixed Income in Asset Allocation (EN)

This episode features the panel discussion “The Role of Fixed
Income in Asset Allocation” held at Finanzmesse
2025. Fixed income continues to play a key role in
stabilizing portfolios, but what happens when interest rates rise
and inflation surges?


Moderated by Stephan Meier (Zwei Wealth), the
discussion brings together a distinguished panel of experts:



Dr. Agim Xhaja, CIO Fixed Income, BCV


Lennart Lengeling, Investment Strategist,
Algebris Global Opportunities


Manuel Streiff, Founding Partner & CEO,
GAMA Asset Management


Claudio Paonessa, Senior Portfolio Manager,
Basler Kantonalbank



Topics covered include:


The role of fixed income in diversified portfolios

Strategies to optimize returns in a low- or rising-yield
environment

Adjusting allocations amidst global economic shifts

How institutional investors are rethinking bonds and credit



This episode was recorded live at Finanzmesse
2025, Switzerland’s leading financial industry event. We
thank our sponsors BCV, Zwei
Wealth, Algebris, GAMA Asset
Management, and Basler Kantonalbank for
their valuable support.


Learn more and discover more episodes:
www.finanz-ch.ch/podcast
Find out more about the speakers and sponsors: www.bcv.ch,
www.zwei-wealth.ch, www.algebris.com, www.gama-am.com, www.bkb.ch


Disclaimer


DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.


 


EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.